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* Name:

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* Date of Birth (MM/DD/YYYY)

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* Spouse's Name

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* Spouse's Date of Birth (MM/DD/YYYY)

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* What age would you like to retire?

55 70
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i We adjusted the number you entered based on the slider’s scale.

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* What are you expected monthly living expenses during retirement?

0 $10,000
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i We adjusted the number you entered based on the slider’s scale.

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* You desire to have this amount at the end of your plan as a safety margin or to leave to heirs:

0 $1,000,000
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i We adjusted the number you entered based on the slider’s scale.

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* During retirement, you will receive this much in Social Security per year

0 $100,000
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i We adjusted the number you entered based on the slider’s scale.

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* Social Security Income will start in

2022 2050
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i We adjusted the number you entered based on the slider’s scale.

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* Your spouse will receive this much in Social Security per year

0 $100,000
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i We adjusted the number you entered based on the slider’s scale.

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* Your spouse will start Social Security income in

2022 2050
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i We adjusted the number you entered based on the slider’s scale.

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* Other outside sources of income (pension, part-time work, rental income): 
Specify source and amount $

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* You currently have combined retirement accounts of $__________

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* You currently have non-qualified savings and accounts of $________

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* You expect to earn this return prior to retirement ____%

0 10%
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i We adjusted the number you entered based on the slider’s scale.

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* You expect to earn this return after retirement ____%

0 10%
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i We adjusted the number you entered based on the slider’s scale.

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* What is your annual salary?

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* What is your spouse's annual income?

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* What % does your employer match on your retirement plan?

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* What % does your spouses' employer match on their retirement plan?

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* You will save this amount $______ each month in non-qualified accounts

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* Please enter your email address below and we will follow up

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Champion
Financial TEAM, a registered investment advisor. Champion Financial TEAM and Champion Financial TEAM are
separate entities from LPL Financial.
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